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22 February 2025
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Companies often bring in consultants to provide strategy and policy advice, but senior management should already hold these skills. As we have seen with PwC, what knowledge is then shared with a competitor, and is there a role for AI?
Microsoft's Bill Gates says AI innovations will come much faster than when he started in computing. For investors, the challenge is deciding at which point too much money has flowed into AI stocks.
Former RBA Governor Ian Macfarlane says current serviceability buffer rules are making it difficult to refinance fixed-term loans, warning the government may need to step in if things get 'really nasty'.
After two solid years of post pandemic dividend growth, strong momentum has continued this year, providing great news for retirees. And the outlook for dividends remains bright, despite a challenging macroeconomic backdrop.
Jack Gance is one of Australia's most successful entrepreneurs having built two market leaders from scratch. Here is the story of how he founded Chemist Warehouse and expanded it into today's retailing behemoth.
Stock markets are climbing the proverbial 'wall of worry' despite a long laundry list of economic and geopolitical challenges. How do we make sense of this apparent disconnect and what is the outlook going forward?
Mark Delaney of AustralianSuper manages more retirement savings than any other person in the country. He explains his views on illiquid assets, bonds versus equities, internal funds management and a coming recession.
The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected. Asset allocations should be reviewed to reflect this.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.